Guide 10

Use skills and house rules

Give your assistant workflow knowledge and add your company’s own rules.

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What is a skill?

A skill is an instruction for a task, such as checking a connection, analyzing business data or preparing a document. It helps your AI assistant select the right workflow. It grants no extra permissions and does not replace a working connection.

Install and verify

  1. Sign in, open Skills and select your AI client.
  2. Check the offered installation path: plugin, Git installation or ZIP package.
  3. Install the skills in your client and start a new session if needed.
  4. Check in the client that the skills are available. Then ask: “Use weclapp-get-started, check my connection and only read.”

The public skill collection is readable without a platform sign-in. Its README describes current package installation. A plugin may already include an MCP connection: check that access before adding another connection. The GitHub marketplace and a vendor-directory listing are different installation paths.

A download or copied command may mark the Setup step. The platform cannot see whether installation actually finished in your client. Verify it in the client. ZIP installations require you to install newer copies yourself; for other paths, check the relevant update settings.

Add house rules

House rules describe how your company works, such as information that must be clarified before preparing a quotation. Your administrator maintains them under House rules in the signed-in dashboard, where access permits it.

Skills provide general workflows; house rules add your requirements. Neither replaces permissions or preview and approval. Write clear rules without passwords or API keys.

Is a skill missing or referring to a retired tool? Update the installation and use troubleshooting.

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Give your assistant the public guide or download its text. You never need to share an API token in the chat.

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